topic Re: Import Fidelity Net Benefits in Get your taxes done using TurboTax

Import Fidelity Net Benefits

becky5000 — Wed, 11 Feb 2026 03:44:13 GMT

Hi,

I am not able to import from Fidelity Netbenefits. I think the problem may be that TurboTax only allows for an ID and password. My account normally sends a code to my phone before I can access my account.

Thanks

Re: Import Fidelity Net Benefits

CatinaT1 — Thu, 15 Feb 2024 16:24:18 GMT

You may have to manually enter your information instead of importing.

Re: Import Fidelity Net Benefits

becky5000 — Thu, 15 Feb 2024 22:17:14 GMT

I already did. Info from last year was already in the program so I just had to enter a few numbers.

Thanks

Re: Import Fidelity Net Benefits

mekelly5 — Mon, 19 Feb 2024 00:33:12 GMT

I'm seeing the same issue. In fact, it now says it won't be available until 10/31/24 when I try to import. How can that even be close to correct?

Re: Import Fidelity Net Benefits

CatinaT1 — Wed, 21 Feb 2024 15:44:43 GMT

See the following TurboTax Help articles for potential fixes:

Re: Import Fidelity Net Benefits

athenatwin — Sun, 13 Apr 2025 19:27:34 GMT

I use TurboTax vs a live person (which cost about the same) specifically because of easy use of auto import. There is not way I would want to put info in manually, as I have too many complex items in my Fidelty account (RSUs, Pre-TAX, Stock AND 401k all managed by them. :(

Re: Import Fidelity Net Benefits

becky5000 — Sun, 13 Apr 2025 21:55:18 GMT

I have found that information in Fidelity Net Benefits has to be entered manually. TurboTax carries this information over from the previous years so there are only a few numbers you have to enter, although the first time is a pain. Information in the regular Fidelity accounts (IRAs and brokerage) is imported without any issue.